+748.4%
ASX vs AR
+44.3%
+704.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.3% | +6.5% |
| 7D | -19.9% | -14.3% | -5.7% | -18.7% |
| 30D | -30.9% | +1.4% | -32.3% | -31.0% |
| 3M | -15.1% | +3.4% | -18.5% | -15.5% |
| 6M | -6.5% | -2.1% | -4.4% | -6.7% |
| YTD | +98.4% | +4.7% | +93.7% | +95.9% |
| 1Y | +107.9% | +10.6% | +97.3% | +103.8% |
| 3Y | +325.3% | +24.6% | +300.7% | +309.4% |
| 5Y | +447.3% | +71.9% | +375.4% | +407.6% |
| All | +748.4% | +44.3% | +704.1% | +606.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling